Mechanic tax refund.....How?

TM1976

It should be done within 9 weeks, however there have been delays of late I'm not sure if that is sorted out yet.

Probably wouldn't do any harm to phone and check they had recieved it.

mattgresty

Got a reply from hmrc, also got a cheque the following day and then the day after a letter explaining how my refund was worked out, then another letter saying my tax code has changed. Happened all of a sudden, was impressed with the politenes and appologetic first letter (because of the time it took to deal with my claim). And didn't need to prove any reciepts, nevermind, all in time for christmas.

mattgresty

Thanks for all the advice....:)

PlutoinCapricorn

Congratulations on getting the refund without using some company that takes their cut. And thank you for letting everyone know the result: some people never tell us what happened.

suso

mattgresty wrote: »

Got a reply from hmrc, also got a cheque the following day and then the day after a letter explaining how my refund was worked out, then another letter saying my tax code has changed. Happened all of a sudden, was impressed with the politenes and appologetic first letter (because of the time it took to deal with my claim). And didn't need to prove any reciepts, nevermind, all in time for christmas.

result for you.

check next year you are still getting the allowance. (by checking the tax code on your payslips, it shouldn't change at all)

craggger

Hi, I'm also looking to reclaim tax on tools bought for over the last 5 years. i have all my recepts.

What did you write in your letter to and where did you send it?
Cheers john

fengirl_2

You send your letter to your current tax office.
In the letter you simply state that you are claiming the fixed rate deduction for a motor mechanic for the years ended 5 April 2004 onwards. If the receipts you have show that in any year your replacement tools cost you more than the fixed rate deduction, then you need to state the amounts you are claiming for those years. You dont send your receipts unless asked to.
You state that you want a payable order for the refund for previous years, not a change of code, but that you would like a change of code for this year and subsequent years.

BenG1

It can be a bit more complicated than just writing a letter. All items of expenditure need to be described and listed under the relevant tax year. Full capital allowance computations are needed for each year claimed for. These must contain: annual investment allowance, first year allowances, writing down allowances, and small pools writing down allowances. The problems arise because HMRC only provide guidance for the 08/09 year. The rates of all the above allowances differ for every claimable year. You may also encounter problems when claiming for expenditure pre 05/04/04. It is possible (if you know what your doing) to claim back as far as you have receipts. We have had success claiming back to 1984 in one instance.

Good luck in making your claims.
If you encounter difficulty claiming by yourself or would like to check that HMRC have paid you correctly we offer a no win no fee service: Mechanics/ Tools Tax Rebate

fengirl_2

Ben is confusing the matter by talking about self employed people whereas the rest of the thread is for employees.
Am I'm sure that Ben's post is not allowed as he seems to be touting for business.

BenG1

No, I'm talking about claims for PAYE emloyees only. However, if the sum of the pools claimed for in any particular tax year is greater than £2500 then the claim needs to be made via self assessment. Nothing to do with self employment though.